Salesforce CRM

Salesforce CRM

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4.2 out of 5 stars

Salesforce Sales Cloud CRM helps you close deals faster from anywhere, anytime.

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Salesforce review by Sarah G.
Sarah G.
Validated Reviewer
Verified Current User
Review Source

What CRM solution do you use?

Thanks for letting us know!
Salesforce review by Administrator in Chemicals
Administrator in Chemicals
Validated Reviewer
Verified Current User
Review Source
Salesforce review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source
Salesforce review by Brad C.
Brad C.
Validated Reviewer
Verified Current User
Review Source

"Salesforce is great"

What do you like best?

It is not just a CRM for Sales or Support. It can really do everything that you need it to, things like a rolodex of your customers, history of what was sent to your customers, customer satisfaction surveys, NPS, CSAT etc. Learning how to use the system is easy and there is FREE ways to do that. You can use Salesforce Trailhead to learn everything there is to know about salesforce.com in a fun trackable way. You can even learn about the features you do not currently have so that you know if this feature is the correct feature for you and your business.

What do you dislike?

Not much to dislike but there are some business functions I do not like, ie forecasting. But that is more because of me not the system.

Recommendations to others considering the product

Its great and if you need to learn more there is always trailhead.

What business problems are you solving with the product? What benefits have you realized?

Selling our Product, Supporting our Product, Managing our Customers.

Salesforce review by Rohit K.
Rohit K.
Validated Reviewer
Verified Current User
Review Source

"Salesforce is the best ever CRM. I really liked it"

What do you like best?

Salesforce is the CRM with user-friendly. It helps it Improved Sales pipeline. Consistent reminders to follow up. Opportunities tracking. Mobile Integration and Organizing daily work is done properly with the Salesforce CRM. We can customize the CRM fields according to our business needs. The reports are accurate on daily basis and also have dashboards to gauge the performance of Sales daily, weekly and monthly basis. Salesforce CRM will improve Business by reducing time and effort on unnecessary leads by a pipeline view. A pipeline view is a breakdown of each stage in your sales pipeline, usually outlining how many leads are in each stage, and with an option to drill down to the specific leads. Salesforce has a good helpdesk to solve the issues. The Document Storage of opportunities and the Client revenue picture is clear and can be shared with higher management for tracking. The transparency of Account Management between the Sales team and production team is a good option for business growth to complete tasks and follow up with clients.

What do you dislike?

Nothing much. Sometimes confused with a lot of fields. The switching between the classic and Lightning will be a challenge to use sometimes. I also don't want to learn how to use Lightning because I feel like I would have to start allover again and my whole organization and all the training materials are in Salesforce Classic. It also should allow some access offline. You don't always have an internet connection and could allow offline functionality

Recommendations to others considering the product

You absolutely must have clearly defined business processes and documentation before you begin to implement Salesforce. Don't count on your implementation firm to provide this expertise. While they know the product, they are usually poor at helping with process improvement and definition. You will spend way more in technological implementation than necessary if you don't do this work ahead of starting.

What business problems are you solving with the product? What benefits have you realized?

Our sales have been marvelously benefited, the organization in the company has increased and this helps the projects to move forward with greater speed and all the commercial agreements finish in a successful way. Customers have noticed the difference in the product, which is very good. We achieve our goals both inside and outside the company, it is really sensational all the work we can do with Salesforce. Before we used to maintain our database in excel but after shifting to Salesforce, everything is changed. Everything became very easy. Salesforce helped me differentiate clients according to the verticals they are from. Salesforce helped our organization to focus more on work worrying less about the database and its issues. Salesforce is not only a Customer relationship management (CRM) but also a great interface where we can also can interact with clients using Salesforce Community and also can fins new leads therefore business.

Salesforce review by Will K.
Will K.
Validated Reviewer
Verified Current User
Review Source

"Powerful and customizable "

What do you like best?

The data analytics are extremely powerful. I am able to parse data in many unique ways to more accurately understand what is going on in our customer funnel.

What do you dislike?

There was a steep learning curve but after working with it for a few weeks it became more intuitive. It is still difficult to get reports to do exactly what I want them to do but I can usually figure it our with a little messing around. I also don't want to learn how to use Lightning because I feel like I would have to start at square 1 again. Additionally, my whole organization and all the training materials are in Salesforce Classic.

Recommendations to others considering the product

Think about what you want out of your CRM, analytics, account management, prospect tracking. No matter what it is, Salesforce can probably give it to you.

What business problems are you solving with the product? What benefits have you realized?

Account management and status tracking. Previously we were using ActiveCampaign and it did not allow us to track leads and parse data in the same way that Salesforce does.

Salesforce review by Daniel J. S.
Daniel J. S.
Validated Reviewer
Verified Current User
Review Source

"Salesforce"

What do you like best?

It is nice how easy it is to input your sales data on the go from appointment to appointment in the car on my smartphone. I like the fact that I can follow other sales team members and see their posts when they close sales etc.

What do you dislike?

I wish all my tasks, and events could be synced with my google calandar so I wouldn't have to go in the app to find info or appointment times. it is annoying to have to switch to the ccount in order to access the address of an account that is in my event calendar. I would appreciate the ability to have the address and phone number right there in the event.

Recommendations to others considering the product

it is the leading CRM in the industry. I recommend it because they are changing and updating it to be current.

What business problems are you solving with the product? What benefits have you realized?

It has helped me be more organized and increase my productivity because i can track each appointment and schedule follow up meetings, calls and emails conveniently.

This lets me post and keep a record of everything related to my appointments in one place. it is good for management to be able to see everyones posts and work so we can communicate effectively and trace problems. this works well with buy in from all members. when everyone posts all pertinent details to the team it creates a productive level of transperency and accountability within our company

It also helped me track leads in one place when I was doing canvassing and Sales.

Salesforce review by Becca B.
Becca B.
Validated Reviewer
Verified Current User
Review Source

"Salesforce CRM Streamlines Everything"

What do you like best?

I enjoy that everything I am working on is in one place and fairly easy to search. It's also great that my colleagues can access what I'm working on and cross-reference their work. I love receiving an email that brings me to exactly what I need to be working on next. It's a great way to keep track of my work and easy to make a to-do list off of what is on my dashboard.

What do you dislike?

Sometimes there are some glitches and if you forget one step, you cannot use everything as intended. While I would say it is generally user-friendly, I think some areas have dead-ends, which proves to be a bit frustrating. It's definitely been improving since we first went live, but I would like to see more cohesiveness in general.

What business problems are you solving with the product? What benefits have you realized?

We have realized many benefits by having everything on a cloud service -- we can now reference past projects, which makes it a lot easier to work on new ones.

Salesforce review by Jacob B.
Jacob B.
Validated Reviewer
Verified Current User
Review Source

"A very well balanced piece of CRM Software "

What do you like best?

User Interface. Salesforce is by far one of the most user friendly pieces of CRM software out there. Especially with the Lighting skin, it just makes everything very intuitive to find + training new users on the platform even easier.

What do you dislike?

Having dealt with support staff regarding a few issues, I am not very pleased with Salesforce's approach on solving support issues. The process relies on a lot of back and forth rather than one proper conversation to help identify the issue at hand. Nothing against the staff just the process could use some optimization.

Recommendations to others considering the product

Having a competent Salesforce Admin (in house) is key to avoid most problems with day-day user related work.

What business problems are you solving with the product? What benefits have you realized?

Client data and information storage and aggregator. However over the use of the program, have found value in using Tasks & reporting to help generate more big picture data on the client base, and to monitor ongoing projects & tasks.

Salesforce review by Rohit K.
Rohit K.
Validated Reviewer
Verified Current User
Review Source

"Salesforce is the best ever CRM in the market place"

What do you like best?

Best CRM with user-friendly options for Sales. Consistent reminders to follow up. Opportunities tracking is high. Mobile Integration and Salesforce Inbox extension is the best way to always be in touch with prospects. Organising daily work is done properly with the Salesforce CRM. We can customize the CRM fields according to our business needs. The reports are accurate on daily basis and also have dashboards to gauge the performance of Sales daily, weekly and monthly basis. This CRM will improve Business by reducing time and effort on unnecessary leads by a pipeline view. A pipeline view is a breakdown of each stage in your sales pipeline, usually outlining how many leads are in each stage, and with an option to drill down to the specific leads. Salesforce has a good helpdesk to solve the issues. The Document Storage of opportunities and the Client revenue picture is clear and can be shared with higher management for tracking. The transparency of Account Management between the Sales team and production team is a good option for business growth to complete tasks and follow up with clients.

What do you dislike?

I would've started with a professional edition and then upgraded Enterprise. When compare with other CRM in the market place Salesforce is one of the most expensive software. Other than that, sales force has been great to work with.

Recommendations to others considering the product

You will have clearly defined business processes and documentation before you begin to implement Salesforce. Don't count on your implementation firm to provide this expertise. While they know the product, they are usually poor at helping with process improvement and definition. You will spend way more in technological implementation than necessary if you don't do this work ahead of starting.

What business problems are you solving with the product? What benefits have you realized?

Salesforce CRM solved my organization lot of business problems which in turn benefits my sales. Before salesforce, I did not have a great system with followups and my sales paid for it.However, since I started using sales force, my goals have been met on a more consistent basis and my sales and salary reflected drastically. It also helps store of all of my contacts which I can use in the mobile app for when I visit customers on business road trips. This benefits my time management skills and also helps save the company money on lost time on the road.

Salesforce review by Kyle C.
Kyle C.
Validated Reviewer
Verified Current User
Review Source

"Great tool for Helpdesk tickets"

What do you like best?

The best thing about Salesforce is that I can access my company's page from anywhere. Through the web or on my phone app. Both options are easy and provide me everything that I need to access.

What do you dislike?

I think that some of the setup views and options aren't very intuitive to have setup. I could spend a lot of time customizing the view of my cases and still not get exactly what I need.

Recommendations to others considering the product

Salesforce really has so many endless possibilities when it comes to client relationship management. This is a very handy tool and can be access on your browser on your laptop as well as on your phone. The different views that you are able to access is a great way to look at teams and your own progress.

What business problems are you solving with the product? What benefits have you realized?

We are able to easily track all of our open help desk tickets and communicate back and forth with the customer either through our Outlook or through Salesforce itself. Everything is tracked and logged and helps with our KPI's. We are able to make custom views in salesforce that can be unique to each user. There are almost endless possibilities in doing this and really quite useful.

Salesforce review by Leila C.
Leila C.
Validated Reviewer
Verified Current User
Review Source

"Effective, intuitive CRM."

What do you like best?

Salesforce works incredibly, is easy to use and gives me the ability to organize all my pending business tasks and the distribution of all my potential clients. Classically classify all appointments and work meetings, in addition to showing my primary objectives on a board, special for any time, and track my opportunities quickly.

What do you dislike?

I've been totally good with the software, so far I have not had any problems. The small inconveniences customer support handles it quickly. The software is very complete and very useful.

Recommendations to others considering the product

I recommend that you use the trial version and know the software little by little, then decide if it is what you need for yourself. In an incredible way Salesforce improves sales and with this all commercial projects.

What business problems are you solving with the product? What benefits have you realized?

The sales have been marvelously benefited, the organization in the company has increased and this helps the projects to move forward with greater speed and all the commercial agreements finish in a successful way. Customers have noticed the difference in the product, which is very good. We achieve our goals both inside and outside the company, it is really sensational all the work we can do with Salesforce.

Salesforce review by Alejandro R.
Alejandro R.
Validated Reviewer
Verified Current User
Review Source

"The best thing is usability"

What do you like best?

Customer portfolio management is now essential with salesforce. I can quickly manage and find customer cases. Creación de proyectos, gestión de informes, pipeline de nuevo negocio, buzón de servicio. All those projects are managed by salesforce. That salesforce customizations can be installed and added to meet the specific business needs of each department.

With salesforce, I can know and segment customers and develop effective and successful marketing campaigns and develop business in collaboration with them.

Finally, Their cloud is very reliable, it never fails.

What do you dislike?

Too many complicated features; no training available. Maybe a user guide would be great.

The design is a bit old-fashioned, the ability to sort and upload files is complicated. Furthermore, the templates that can be loaded into Case Console do not allow images.

It also should allow some access offline. You don't always have an internet connection and could allow offline functionality for when, for example, you have a long plane trip.

Recommendations to others considering the product

None

What business problems are you solving with the product? What benefits have you realized?

Personalised customer service and monitoring of cases. Reduction of time in the management of reports. Centralize several software tools (salesforce) in one tool. It's more than just a CRM software. It is also accessible 24 hours a day, 7 days a week and accessible from any location and mobile device (home office) and connection with all company employees in all subsidiaries in all countries.

In short - It facilitates me the interaction between my company and clients, through various communication channels, thanks to the storage of information of interest, such as needs and preferences for products or services.

Salesforce review by Jeremy P.
Jeremy P.
Validated Reviewer
Verified Current User
Review Source

"Excellent CRM"

What do you like best?

I like the easy functionality on how to keep all of my leads and tasks in an organized matter. Also how it tracks my pipeline and opportunities and also displays my goals on the dashboard. It also sorts all of your call backs and appointments for each day so that you do not have to waste any valuable time on deciding how to attack best each day.

What do you dislike?

That I can't downgrade to a lower plan without losing my data. If I'd known about this, I would've started with a lower package and then upgraded as needed. Other than that, sales force has been great to work with.

Recommendations to others considering the product

Start with a lower package and then upgrade if needed. That way you can start off and see how you like and then progressively increase the amount of benefits that they offer without losing your date to downgrade.

What business problems are you solving with the product? What benefits have you realized?

Solving my organization problems which in turn benefits my sales. Before sales force, I did not have a great system with followups and my sales paid for it. But ever since I started sales force, my goals have been met on a more consistent basis and my sales and salary reflect that. It also helps store of all of my contacts which I use in the mobile app for when I visit customers on business road trips. This benefits my time management skills and also helps save the company money on lost time on the road.

Salesforce review by Sylvia M.
Sylvia M.
Validated Reviewer
Verified Current User
Review Source

"Easy to use "

What do you like best?

My company transitioned to Salesforce CRM 2 years ago and it was the best move. While it is not perfect it is certainly better than our prior system and since it is web base Functionality is much quicker and increases productivity. I love the app access via my cell as well. It can be glichy at times but access on the go with out having to pull out my laptop keep this account manager on the move. Proposal tool and opportunity funnel allows me to keep track of my clients better. Email templates and saleforce of outlook are my go tos daily.

What do you dislike?

Mobile app not always reliable. I cannot access orders/contracts . screens do not scroll left or right making it impossible to access certain edit areas on order screens. Have to try multiple times to get accounts to open.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of the shear number of opportunities in my old system was not easy. with Salesforce I am able to consistently see new leads and management opportunity through to the closing process. I Because you also note way opportunities are lost it is easy to see why an accounts did not close on prior sales and are able to better position the deal for new leads.

Salesforce review by Ryan T.
Ryan T.
Validated Reviewer
Verified Current User
Review Source

"Leading CRM solution, requires proper implementation"

What do you like best?

Easy to configure, data model can be expanded, easy to integrate to, lots of pre-built connectors and bridges, great marketplace of add-ons and extensions.

Dashboards and reports can be configured to help users figure out

What do you dislike?

Sales practices are off-putting. Very aggressive. Will sell solution as turn-key but it requires pretty extensive implementation in most cases. Easy to over-configure/customize and makes re-implementation required. If you haven't clearly defined your business processes, your Salesforce implementation will be disappointing.

Recommendations to others considering the product

You absolutely must have clearly defined business processes and documentation before you begin to implement Salesforce. Don't count on your implementation firm to provide this expertise. While they know the product, they are usually poor at helping with process improvement and definition. You will spend way more in technological implementation than necessary if you don't do this work ahead of starting.

What business problems are you solving with the product? What benefits have you realized?

Lead to opportunity conversion, sales automation, pipeline management, workflow automation, quoting and conversion. Customer service and case management.

Salesforce review by Martin Y.
Martin Y.
Validated Reviewer
Verified Current User
Review Source

"This tool is life"

What do you like best?

I dont know where to start. Salesforce is the first tool I use everyday as a salesperson. It helps me track all of my leads, check my opens and i really like how it is a centralized system and it has all the notes on accounts and prospects. There is so much more to this tool than what i had listed. I can say so much on how powerful and helpful Salesforce is.

What do you dislike?

Sometimes you might need someone thats has training in salesforce to run certain reports that you would like to see.

Recommendations to others considering the product

if available, take training because it will help you so much. It's a great tool and use it to its max capabilities.

What business problems are you solving with the product? What benefits have you realized?

It helps me keep track of all my leads.

A CRM of all the prospects I am reaching out to. You dont have to worry about losing key notes because you can store everything inside the system (onto a lead, contact, account) It helps companies keep track of forecast as well.

Salesforce review by Alicia V.
Alicia V.
Validated Reviewer
Verified Current User
Review Source

"Great system for contract management!"

What do you like best?

Salesforce is very user-friendly - quick to learn, easy to use...it's perfect for training new team members, as SF is an integral part of our business! I love that this system blends contract management, internal and external communication, workflow processing, accounting, automatic invoice generation, ticklers...I seriously recommend this product for every business!

What do you dislike?

We could use more customization options, especially where reports, lists, and dashboards are involved. The system is pretty customizable from the onset, but once it's "live," there's not as many ways to customize for each individual employee or team.

Recommendations to others considering the product

I really enjoyed using SalesForce at my last job and I am disappointed that we don't use it at my current job. SalesForce takes the place of my current company's HR platform, Accounting platform, Contract Management "database," share drives, hard files, Outlook Calendar, Excel spreadsheet tracking...I seriously recommend this product for all businesses.

What business problems are you solving with the product? What benefits have you realized?

My company uses Salesforce CRM for pretty much everything - we are a contract management business, so Salesforce is an integral tool to our business. We use it for contract management, process tracking, invoicing, reporting, internal chatter regarding cases, etc!

Salesforce review by Casey H.
Casey H.
Validated Reviewer
Verified Current User
Review Source

"Good one-stop shop for your business needs"

What do you like best?

I like the transparency that Salesforce offers. I like that sales, support, tech, marketing, account management, onboarding, etc. can all see the account information so everyone is on the same page.

What do you dislike?

I think the way some of our integrations were implemented is a bit clunky. Our billing is a mess since we started using Salesforce, running our billing through Zuora. I am not sure whether the shortcomings are on Salesforce's or Zuora's end but there have been some pretty major pain points since we started using Salesforce to manage our billing.

Recommendations to others considering the product

I would recommend that they take advantage of how customizable Salesforce is rather than try to make your business fit into standard out-of-the-box best practices. Salesforce is best used when implemented to fit your company's needs rather than making your company fit standard Salesforce needs.

What business problems are you solving with the product? What benefits have you realized?

The single biggest problem solved by Salesforce is having all account information in one place across departments. The benefit is that we have visibility on everything that all teams are doing and can provide a better experience to our clients and employees.

Salesforce review by Sunny K.
Sunny K.
Validated Reviewer
Verified Current User
Review Source

"Salesforce"

What do you like best?

My job just started integrating Saleforce as our main method of organizing customer information. Our situation is unique as our customers are students and therefore we handle very sensitive inofrmation and Salesforce has allowed us to maintain it securely. The best part is that Salesforce customized the program to best meet our needs which is a very unique service of a program like this.

What do you dislike?

The only trouble thus far has been uploading information from a prior system onto Salesforce.

Recommendations to others considering the product

Make sure to communicate what features you need and which ones will most likely not be used and have Salesforce customized to your business' needs.

What business problems are you solving with the product? What benefits have you realized?

We are keeping all our student information in one place. Before we had to go to 12 different places just to have all the students information available. It is also a great source to prevent miscommunication in handing a case.

Salesforce review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Verified Current User
Review Source

"Setting the Standard for Enterprise Cloud Applications"

What do you like best?

- Easy to customize to meet an Enterprise size companies. Salesforce provides an easy way to administer for non-technical administrators as well as great tools for developers.

- Great ecosystem of implementation partners, Native Force.com software providers and other SaaS companies that provide out of the box integrations make it easy to meet all your requirements.

What do you dislike?

- User interface is becoming dated.

- Price is high for small businesses that require less customization, but still need some basic features, like opportunity management, customizable dashboards, campaigns and mass email.

- Experienced admins know much more than the tier 1 support team and it takes several iterations/escalations to get an issue resolved.

- Upgrade process is well run, but inflexible

Recommendations to others considering the product

Use the out of the box functionality. It will save you administration costs down the road.

What business problems are you solving with the product? What benefits have you realized?

Ability to have dashboards for sales and company goals improved communication and helped motivate team members across the company. Also helped reduce sales ops costs.

Salesforce review by Rosie P.
Rosie P.
Validated Reviewer
Verified Current User
Review Source

"Salesforce makes organization easy."

What do you like best?

Salesforce is great in so many ways. You can customize a variety of different aspects in order to suit your company needs. We have automated and updated our selling tactics and are much more efficient in the way we work.

One tool I use everyday is work flow rules. This automatically sets up and launches specific tasks that take me throughout the duration of the sales process. It keeps me on track and helps ensure everything is consistently taken care of. I've also been using email templates and RS Documents to send specific recurring emails - this is a big help and frees up some time in my day to take care of bigger projects.

What do you dislike?

Much like any other product that can be customized, it can be difficult to figure out exactly what tool will best help you. At times, there is a trial and error period but once that is figured out, things get easier.

What business problems are you solving with the product? What benefits have you realized?

Salesforce helps us track data and decipher data. We are using a variety of tools to help us perform daily tasks as well as using tools to help with events and customizing it to fit our needs. I have set up work flows to help my sales process and keep me on track. I've been able to see trends in my data and can start to tailor messages to specific groups.

Salesforce review by Samuel K.
Samuel K.
Validated Reviewer
Verified Current User
Review Source

"Without a doubt, THE CRM of the future"

What do you like best?

Salesforce CRM includes several amazing attributes, one most importantly being the community and culture. You will not find another CRM with the support, following, or features. Clicks (Not Code), Integration, Ease of use, Scale-ability, this list goes on!

What do you dislike?

Salesforce comes with a premium fee, but absolutely defines the saying "You get what you pay for". Salesforce will over-deliver on your expectations, but it comes at a price that is intimidating to anyone with a small budget.

Recommendations to others considering the product

Do not allow the price alone to drive your decisions. This is the most powerful solution that your business can invest in, and you may see a full (Or more) return in investment with efficiencies.

What business problems are you solving with the product? What benefits have you realized?

Complete business management in one cloud based application that is accessible ANYWHERE. Marketing Cloud, Sales Cloud, Service Delivery using PSA Applications, Service Cloud. Everything we need to function! Efficiencies have been realized in every business unit, especially reporting for leadership.

Salesforce review by Rolland P.
Rolland P.
Validated Reviewer
Verified Current User
Review Source

"All around the trade."

What do you like best?

Much better to maximize the time reps spend realization with performance and cooperation tools that work everywhere, on any electronic device. The simple way to share facts and get complete client insights on sales, marketing.

What do you dislike?

Actually, I don't have any annoying steps with this program. I know how to solved errors so with this I also don't have any issue.

Recommendations to others considering the product

The software is very powerful for sale. I recommend it to you as I know that there is everything that we need for a successful business. Also, you will have the ability to create your marketing team clever and effective. You will find and keep more clients which is really good. I recommend it.

What business problems are you solving with the product? What benefits have you realized?

We like to use that platform to provide clever service with the cooperation and efficiency tools they need, as well as a full view of the clients. We can control our customer throughout email, mobile or messaging in the social media.

Salesforce review by Josh S.
Josh S.
Validated Reviewer
Verified Current User
Review Source

"The Definitive Sales Solution"

What do you like best?

Salesforce is and has been the industry leader for many years and the continue to innovate at every turn. The platform has grown considerably as they prepare for each new turn in the sales and client relationship management space. Not only are their solutions top notch, but their learning platform, Trailhead makes it easy for even the most novice of users from Admins to Sales pros, learn and adapt to the tool for their day-to-day needs.

What do you dislike?

Their Premier Support services doesn't quite live up to the hype. We often have to chase them for an answer to the support tickets we submit or find that they don't understand our business processes. These lack of understandings can end up with delayed responses to our internal users or cause additional work for our admin and analyst team members.

Recommendations to others considering the product

Be sure to evaluate the complementary cloud products; i.e. Service Cloud, Marketing Cloud, Analytics etc. While SFDC may not be the market leader in some of these areas yet, they are rapidly innovating. While their solution is very flexible thanks in part to easy to build Apps and the AppExchange, you know their additional clouds will play nice with your CRM.

What business problems are you solving with the product? What benefits have you realized?

Complete client relations management. From top of the funnel sales prospecting to managing our clients once they've been onboarded; we have a all-in-one platform that allows us to manage these customers and record all necessary data. Sales activity, client engagement, opportunity forecasting, business analysis, the list goes on. Salesforce.com is our one truth and allows our business to centralize our processes.

Salesforce review by Brian M.
Brian M.
Validated Reviewer
Verified Current User
Review Source

"EXCELLENT BUSINESS PROGRAM"

What do you like best?

I like the fact that it keeps all my leads information in an easily accessible & view able place. The reporting side of the program is extremely user friendly & provides every type of searchable option needed to know exactly the progress I have made throughout my Sales Process. I like how it links to LinkedIN & provides updates on my leads that I may have not found elsewhere. Very easy to use.

What do you dislike?

The SDR View screen once a lead is selected is a little un-organized. There's not a designated Notes section for notes about the lead / customer. When searching for a particular lead, if you don't have the exact spelling of the lead, phone number or precise information located within the lead, it is sometimes difficult to locate the lead.

Recommendations to others considering the product

Helps manage Sales Leads, provides a great place to store any & all information needed about a Lead / Customer that would be needed to make a sale.

What business problems are you solving with the product? What benefits have you realized?

I use Salesforce to manage my leads for outbound sales.I like the program a lot & use it every day. I have used other lead managing programs, and this one by far, is the best.

Salesforce review by Abby O.
Abby O.
Validated Reviewer
Verified Current User
Review Source

"using an old version of salesforce"

What do you like best?

There's a lot of information available to report on, and we can sync it with other systems we already use such as Drift, and our very own Clio product admin pane and ISDC!

My whole day is in salesforce.

What do you dislike?

When leads are generated, for some reason we have a lot of duplicates in the system which can be really frustrating. It means that multiple Sales Reps will be assigned a new lead, and it duplicates our efforts if we do not catch it soon enough

Recommendations to others considering the product

Get the lightening version. I used this version at my last job and it was really easy to use, but I hear it's not as customizable and very expensive which is why we are sticking with the old version

What business problems are you solving with the product? What benefits have you realized?

manage prospects and monitor the stage in which each prospect is in within the sales cycle

Salesforce review by Shane F.
Shane F.
Validated Reviewer
Verified Current User
Review Source

"Salesforce Is The Bedrock of My Sales Job"

What do you like best?

I love how powerful Salesforce CRM is for storing very detailed information. There are tabs that you can edit for just about any sort of information you could want to record about a contact at a company. I also love how detailed Salesforce is in tracking my activity as well as my coworkers. It is very important in sales that coworkers don't step on one another's toes or overwhelm a prospect by barraging them with calls and emails from two different people. Salesforce helps to prevent this by assigning contacts and/or accounts to sales representatives so that they know what belongs to who. They also help prevent this by making sure the users know that every call or email they send will be recorded. I also love that permissions are powerful in Salesforce, ensuring that the proper parameters are in place so that information is visible and editable only by the appropriate individuals.

What do you dislike?

I don't like their dashboards. They have good drill down functionality, but graphically they look outdated.

Recommendations to others considering the product

I absolutely recommend Salesforce CRM. I have used proprietary CRM softwares at other sales positions I've held at large enterprise companies, and all of them fall short of Salesforce. It is a powerful tool and I am yet to find something significant that it cannot do.

What business problems are you solving with the product? What benefits have you realized?

Salesforce CRM helps us to keep all of our information and research on prospects/contacts in one place. It helps us to keep track of leads so that we know what is worth pursuing and what isn't. Salesforce also helps us assign contacts and accounts to individual users so that everyone is responsible for the work that has been given to them. Finally. by keeping detailed records on user activity, Salesforce makes sure that everything is laid bare to the eyes of managers and administrators.

Salesforce review by Jessica L.
Jessica L.
Validated Reviewer
Verified Current User
Review Source

"Great CRM - but can be difficult to use"

What do you like best?

I love that Salesforce essentially does it all. It can be very customized to each company's needs and I like that it integrates with many of the systems we currently use. We use Outreach and HubSpot and the systems were able to seamlessly integrate, making everyone's lives much easier. The reporting and dashboard features are very simple to use, as long as you have your fields mapped correctly.

What do you dislike?

Salesforce does so much but can be difficult to use. There are so many components to it and to use it correctly or to your advantage, you need to get savvy about it. It's not super user friendly, but once you get an understanding of it, it's extremely useful. The old SFDC UI looks outdated but understandable. The new lightning UI is much more confusing.

Recommendations to others considering the product

Know what you're getting into. If you have never used Salesforce before, I recommend using their resources and attending the training classes.

What business problems are you solving with the product? What benefits have you realized?

Salesforce allows us to see our leads, MQLs, SQLs, opportunities, and customers. It gives us a great view at what's currently happening and what can be expected to close. Great for forecasting numbers.

Salesforce review by Larry E.
Larry E.
Validated Reviewer
Verified Current User
Review Source

"Salesforce is almost like the Force.."

What do you like best?

Salesforce Sales Cloud is the answer most Business have been seeking without asking. The awesome tool brings all of the parts of the sales environment under one roof. We have Leads that come in and we convert to prospects and then we have opportunities that we can track to closure. This is a good tool.

What do you dislike?

The Salesforce Sales Cloud tool can sometime be too cumbersome. Sometimes you need a simpler interface. As an example, if I want to add a note about a meeting that was held, it takes about 4 clicks and 5 minutes to add a 1 minute note.

Recommendations to others considering the product

Understand your organization in depth. Have a definite executive sponsor who will champion

What business problems are you solving with the product? What benefits have you realized?

Salesforce Sales Cloud CRM has is solving the consistency issue we were having with using multiple tools. With this tool we are getting good data, consistent opportunity management information and more important, closed deals. Our organization has seen more deal flow since the implementation of this tool

Salesforce review by Ren C.
Ren C.
Validated Reviewer
Verified Current User
Review Source

"An app that is very useful to integrate many data from many different places."

What do you like best?

It provides us with everything we need to know about the business/company. Salesforce also makes it easy for users to tap into the limitless potentials achievable with this program via Trailhead which teaches users everything they need to learn about Salesforce in a step by step fun manner.

What do you dislike?

It has limited function and sometimes inconsistent. find it difficult accessing our orders or contracts on the mobile app. and I have to attempt this multiple times to ever get it done

Recommendations to others considering the product

For me, Salesforce goes beyond being a CRM for sales or support. It provides us with everything we need to grow our business like history of past messages to customers, customer surveys etc,.

Salesforce also makes it easy for users to tap into the limitless potentials achievable with this program via Trailhead which teaches users everything they need to learn about Salesforce in a step by step fun manner.

What business problems are you solving with the product? What benefits have you realized?

I am able to see if the business/company is active and even the revenue we generate from them can be seen.

Salesforce review by jigs e.
jigs e.
Validated Reviewer
Verified Current User
Review Source

"Sales force helps us organize to our contact database "

What do you like best?

Before Salesforce, we managed contacts and leads on a spreadsheet. Now, we have one tool that all of our team uses to organize contacts.

Salesforce is a leader no question about it. The amount of customization, plugins, extensions, and other compatible software in the marketplace that can be sync integrated with Salesforce is unparalleled in the CRM space. It is kind of like Microsoft office Suite. Once you learn how to use it, you never want to use any other software again.

What do you dislike?

Nothing - love this program. It has helped us tremendously. i also love doing things better.

The UI can be much better and there are definitely other solutions out there with better UI

Salesforce can be mind-boggling because of the wealth of features and capabilities.

Recommendations to others considering the product

If you are considering a CRM tool which is easy to use and integrated to just about everything then Salesforce is a no brainer

You will need staff support from what I understand to keep up to date with everything.Invest in good training for the first person or team who will be using Salesforce. Establish the institutional knowledge early.

What business problems are you solving with the product? What benefits have you realized?

We are able to be more efficient when working leads.It is our main CRM tool helping us to manage our database. One main advantage is customizability level.treamling/ tightening sales processes linking and keeping honest all departments in the business with the added benefit of easily tracking customer / partner data.

Salesforce review by jen s.
jen s.
Validated Reviewer
Verified Current User
Review Source

"User friendly Crm, Its Salesforce CRM!"

What do you like best?

Salesforce is very adaptable to whatever type of business you need, it's multi-faceted and the perfect software for multi-department communications. The ease of use was fine. The tabs, the sort ability and the color scheme, It keeps track of everything you need. I am able to remember my customers likes, dislikes, needs, and everything at touch of a button.

What do you dislike?

I wish it was a bit more streamlined looks wise. I feel I have to press a lot of buttons to get to where I need to go, but I also realize there is a lot of information that is stored/used in the system, Not very clear interface, it took me several days to understand the functionality of this program. It would be nice to have examples or tutorials on how to use it. Slow feedback from developers, they could respond faster.

Recommendations to others considering the product

After you spend some time adapting and exploring the functionality of this program, you can actually improve your sales. There are also good webinars for this service, they can help you use salesforce more effectively.

What business problems are you solving with the product? What benefits have you realized?

We are able to have real time reports that give us insights on what is working and what isn't in our sales process, Being able to keep all accounts, contacts, and sales opportunities in one organized place without having to keep separate Excel spreadsheets or shuffling through hundreds of emails

Salesforce review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"Easy to use, great workflow options"

What do you like best?

It's a great resource for planning, tracking, and reporting. I like that I can see where we are on any opportunity at any given time, it is easy to use, high performance, so many reporting capabilities. Salesforce is key to helping me manage my pipeline. I also set reminders for everything and love that I can look back 3 months later to see what a conversation was about. In my opinion, it's an invaluable tool.

What do you dislike?

Report building is cumbersome when you are looking at advanced metrics. I normally have to export to Excel and build a pivot table to find information I need. The Salesforce for Outlook plugin certainly needs some improvements. It needs to be better suited for sales reps on the go all the time and have events they want to sync and others they don't. It often syncs all, which is not always productive.

Recommendations to others considering the product

Salesforce is championing social CRM and delivering the technology for its customers to achieve social CRM business objectives

What business problems are you solving with the product? What benefits have you realized?

Being able to store and manage a large volume of leads and accounts that can be accessed by a completely remote sales and marketing team sums up both the solved problem and the benefit for us. Salesforce CRM allows us to gather all of our lead and customer data and pull reports from it. which help us keep a track of our ROI.

Salesforce review by Kirsten P.
Kirsten P.
Validated Reviewer
Verified Current User
Review Source

"Best CRM Around"

What do you like best?

As a sales person, Salesforce is a part of my daily life. Keeping track of my clients and leads is easy as all account activity and notes are together, all the information is set out in a clear and logical way. Dashboards allow me to keep track of opportunities and performance.

I can sync it to my Outlook mailbox, so tracking communication with clients and leads is much easier and less time-consuming than previously when I was logging contact manually.

Having the app available to keep track of certain things when I can't access my computer is also useful.

It's by far the most user-friendly CRM system I've used and was very easy to get to grips with when I first started using it.

What do you dislike?

I have found the app is a bit limited in functionality and sometimes glitchy, but I can usually access essential account information from it and view performance dashboards.

What business problems are you solving with the product? What benefits have you realized?

Streamlined tracking of account activity and opportunities

Clarity around company and team performance as dashboards display performance on different levels

Salesforce review by Leah M.
Leah M.
Validated Reviewer
Verified Current User
Review Source

"Salesforce for Sales"

What do you like best?

Salesforce helps organise and keep track of ongoing leads with helpful reminders, contact details and information about clients.

We can also send commercial documents/ contracts with the click of a button.

Organising meetings is quick and easy as it can be added to my calendar with the time date and location.

I know my boss can keep track of how well I am doing too.

What do you dislike?

Sometimes the Integrator causes my outlook to crash, it can take a while to get used to but with a training session you are on your way!

Catch 22 that senior staff can monitor.

Recommendations to others considering the product

if unorganised like me it can really help as a virtual calendar

What business problems are you solving with the product? What benefits have you realized?

Problems such as keeping track of meeting sand setting out a clear calendar- Salesforce can do this for you!

Staff can monitor opportunities, key wins and potential margins that may not be relayed to management otherwise.

Salesforce review by Erna N.
Erna N.
Validated Reviewer
Verified Current User
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"The most functional CRM I've ever seen"

What do you like best?

Cool dashboard, you immediately see all the necessary information. Excellent integration with Google Suite. Not bad reports in real time, I often use them. Also, I see my task list which I need to do, a good built-in scheduler. Convenient mechanism of document circulation and reporting.

What do you dislike?

Functional but at the same time it's quite expensive. You should think about whether your company has grown to such a size that it needs to use such a CRM. You can also simplify some functions, and improve usability.

Recommendations to others considering the product

If you want to make a big jump in sales, you should try Salesforce. They have several paid models, so you can easily choose the one that suits you. Many of my friends also use Salesforce in their projects. It is the most functional and complete CRM I've ever seen.

What business problems are you solving with the product? What benefits have you realized?

We needed a safe and reliable system for keeping track of sales, and so we decided to try Salesforce. This service helped me find new customers, close deals faster and increase my income.

Salesforce review by Sean M.
Sean M.
Validated Reviewer
Verified Current User
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"Truly the center of our client record universe "

What do you like best?

Salesforce gives your company a single view into the customer. From the time a lead comes into your sales/marketing funnel, all the way through the sales process and finally as a customer, Salesforce houses all of your important data about that particular customer throughout their entire life cycle.

What do you dislike?

For the most part, Salesforce provides our company with everything that we need it to do. There are, however, certain times where we hit a roadblock which causes frustration. The plus side is that they have an idea board on their community page where you can post issues you're having that other users can then vote on in order to alert Salesforce developers that this feature is necessary.

Recommendations to others considering the product

If you're considering Salesforce CRM, by all means take advantage of the training courses that they provide for free. Setup a trailblazer account and set aside an hour each day to fully indulge yourself in all that Salesforce has to offer. You can even get certified as a developer or an admin if you'd like to take things a step further.

What business problems are you solving with the product? What benefits have you realized?

From sales, service, marketing and soon account, Salesforce CRM provides our company with a single view of the customer throughout their entire life cycle. Sales uses this as a platform to keep track of all sales related activity, marketing uses this for campaigns and analytical reporting, service uses it for a customer support center and accounting will soon be utilizing it's billing features.

Salesforce review by Mihir R.
Mihir R.
Validated Reviewer
Verified Current User
Review Source

"Salesforce Development Experience"

What do you like best?

Salesforce CRM is one of the best software that is available for the users as well as the developers . It is easy to use and with the drag and drop features , it becomes easy to design a software without a lot of coding. Salesforce versatility by linking up with integration tools helps collaborate data which can be used with other programs to give better results .

What do you dislike?

Salesforce Platform when dealt in greater depth requires detailed amount of coding knowledge which would not be helpful for all the developers . The API's coding is a bit complex which requires a lot of knowledge and it would be better if any one has a knowledge beforehand it is definitely a plus .

Recommendations to others considering the product

A good coding background and a considerable knowledge of data analytics will be beneficial.

What business problems are you solving with the product? What benefits have you realized?

Almost any type of problems can be solved using salesforce and it essentially helps in sorting out large amounts of data in a very short span of time . Using Salesforce Platform , we have designed an inventory model for car manufacture and it helped us keep track of all the cars that were available at any given point of time and the optimum quantity that was to be maintained for the cars.

Salesforce review by Jennifer G.
Jennifer G.
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Verified Current User
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"The behemoth CRM. "

What do you like best?

Most people use SF, so you don't have to train many people or tell them how to use it.

What do you dislike?

Most of the people who use it are sales people and the application isn't as intuitive as it should be for this audience. Things like reports and dashboards could and should be easier to use so that sales people are on top of their leads and pipelines.

Recommendations to others considering the product

Patience is a virtue. I was on a call the other day for a Pardot / Salesforce integration call because they've discontinued their live chat. I had to wait ~ 15 min for my turn to ask my question. Turns out, the reason I was stuck on an integration issue was because the literature on the SF site was outdated and they were telling me to do something that no longer exists. Definitely a bit of a time suck and the bigger they get the harder it is to reach support.

What business problems are you solving with the product? What benefits have you realized?

Standard CRMs issues. We use it in conjunction with Pardot, so we feed leads from our site into SF and score them based on their actions.

Salesforce review by Jenna W.
Jenna W.
Validated Reviewer
Verified Current User
Review Source

"Powerful tool capable of handling anything your business requires"

What do you like best?

After 9 years of using Salesforce, I've discovered that pretty much anything is possible to either configure or customize. It's usable 'out of the box' but can also be extensively customized to support unique workflows and business needs.

New features are rolled out on a quarterly basis, and there are a variety of free or paid apps that can be installed. For example, we a free app for defaulting campaign member statuses based on the type of campaign (eg: for an email campaign, status types should be 'clicked', 'opened', etc). This small app saves a lot of time!

What do you dislike?

Salesforce is costly, but that's for a reason - it's a valuable tool.

Recommendations to others considering the product

It's important to make sure that you have an idea of what you want to accomplish with a CRM before you implement Salesforce. Executive sponsorship is important too - make sure they are on board and can provide impetus to your sales team to follow company approved workflows.

What business problems are you solving with the product? What benefits have you realized?

We are tracking our sales lifecycle from initial contact with a client to won opportunity. Prior to implementing Salesforce, each office location was using a separate database built on different platforms for tracking project information and preparing accurate corporate reports was nearly impossible. Now we can forecast more easily and see overall sales for the company or filtered by vertical or sales team. This is also used in determining compensation for sales staff.

Salesforce review by Sebastian W.
Sebastian W.
Validated Reviewer
Verified Current User
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"Very rewarding in the long term"

What do you like best?

I like that you can store information about your leads and accounts and save these + check history emails of your colleagues. You can even automate the emails. The biggest value to us is that you build reports to your future colleagues and yourself so you don't need to memorize everything or use Google Drive. Also, if you work on a lead together this can be helpful.

Also, I like the mobile application that comes with it, so I can use the information on the road.

What do you dislike?

It takes a lot of effort to get a good understanding how everything works. So especially in the beginning, it can be labor intensive. I honestly was hesitant at first, especially because I found it hard to find specific elements or didn't understand what would happen if I click specific buttons. But thankfully my team members are patient enough to help me get a good understanding of the system. Eventually, you have to make it work for yourself and that can take up some of your time.

Recommendations to others considering the product

Get a proper training; I think Salesforce is actually offering such things in their email lists. It makes it much easier to start

What business problems are you solving with the product? What benefits have you realized?

Sharing accounts/leads information internally is a major plus

Storing all of your potential leads and seeing when you communicated with them for the last time

building up history and value to future employees

The fact of having everything together in the cloud

Salesforce review by Steve K.
Steve K.
Validated Reviewer
Verified Current User
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"Great Tool But Not For Most"

What do you like best?

I like that Salesforce is stable and highly robust. There is a very strong community of companies providing additional software that works directly inside Salesforce. For example Dupeblocker.

What do you dislike?

It is just too much for many. It is priced way too high for what it is for most users. The pricing model can be confusing. You start with a need version C. But if you want to use another feature you end up needing version A even though there are many other features you will never use.

The software in the Marketplace like Dupeblocker can be very expensive as well.

Because of the complexity of the complexity of the software customization can be very costly.

Recommendations to others considering the product

Make sure you need everything in Salesforce. If you are a business look at something like SuiteCRM if you are a nonprofit look at CiviCRM.

What business problems are you solving with the product? What benefits have you realized?

I am solving various CRM problems from general sales to mass data management.

For some customers, they are managing the "simple" sales problems that a CRM is generally built for. They have accounts and accounts have contacts. These start as leads and move through a pipeline.

For some customers, they use the Service Cloud enhancement and manage all of the service tickets that the company gets for service on their produce. This is great because it has a feedback loop into sales.

Other customers have significant customization and are solving unique problems with largescale data management.

Salesforce review by Sheena J.
Sheena J.
Validated Reviewer
Verified Current User
Review Source

"Excel with Salesforce!"

What do you like best?

Salesforce CRM is user friendly and can easily be configured/customized for your business needs. Launching Salesforce is easy, quick and updates can be easily made on the fly. Being able to manage your entire customer base in one system is a win for the company and the client. All Team members have access to customer information which allows for that next level of customer service.

What do you dislike?

There are no major dislikes with using Salesforce CRM. All issues that you may be presented with can more than likely be solved with the right Admin support or an APP integration.

Recommendations to others considering the product

Go Now! Salesforce CRM is easy to implement and you can cusotmize it to fit all your business needs. The network of APPs that can be integrated is growing and any business problem can more than likely be solved in days rather than months.

What business problems are you solving with the product? What benefits have you realized?

The company as a whole can manage the customers we have all in one place. You can provide permission sets for different groups based on job function but everyone can see the customer's profile and understand what is going on with the customer art any time. This has helped with customer satisfaction rates and that is a great benefit to the business.

Salesforce review by Kyle B.
Kyle B.
Validated Reviewer
Verified Current User
Review Source

"Very capable and connected standard for CRM"

What do you like best?

SalesForce is quickly becoming the standard for CRM systems. And in doing so they're accumulating helpful apps from large organizations and crowdsource organizations alike. That's great because it gives you the option to either custom build something right from SFDC itself if you have the resources, or leverage one of the apps that already exist because there's a good chance that other people are facing the sae problem(s).

What do you dislike?

The interface is lackluster, but if you're looking at it solely from a business case perspective, that doesn't really factor in. It's also pretty costly, but when you're the market leader you get away with that.

Recommendations to others considering the product

Once you're startup is certain to survive, you better make a switch to SFDC quick.

What business problems are you solving with the product? What benefits have you realized?

Tracking the customer lifecycle from prospect, to acquisition, to sales activities, to onboarding, to support. And bringing the entire companies insights together in one place so it makes scaling a company easier when all the insights can work together where it makes sense.

Salesforce review by Josh S.
Josh S.
Validated Reviewer
Verified Current User
Review Source

"Great tool to manage potential sales, but with a great tool comes a great cost"

What do you like best?

As an admin it is pretty easy to add new custom items as needed, it is easy to adjust profiles and security settings so that every use case you have, you can cover as far as who has access to what data. As a dev, you are forced to get "code coverage" before you deploy and code to a production environment. To get "coverage" you must also code a test plan which is a PITA but it is very essential because it ensures working code and limits the chance for bugs.

What do you dislike?

While you can customize the navigation and appearance, it is highly recommended to keep it as "in the box" as you can. This is to ensure all of the native sfdc features continue to work, which is great that they do most of the work for you, but there are times when "company a" works a bit differently so "in the box" functionality can potentially lead to lower user adoption rates.

Recommendations to others considering the product

Haggle with the price as much as you can. Talk with your sfdc account manager and see what they can do for you as far as price. You pay per license, each user takes one license, so if you will have a lot of users you will be paying a decent amount for the tool. Maybe contact other local businesses that use sfdc and see if they would give you a ballpark on what to expect. Push back on your sfdc rep and see if they can get you $x.xx if you xxx users, or if they can get you a xx% discount for every x users you have.

What business problems are you solving with the product? What benefits have you realized?

Sales process and workflow are the main uses for sfdc. This helps teams track potential sales revenue and stay on top of their day to day activities. This also allows management to help see who is "stuck" and provide some tips on how to move the stuck person along down the desired sales workflow.

Salesforce review by jason c.
jason c.
Validated Reviewer
Verified Current User
Review Source

"Salesforce is the industry standard when it comes to CRM systems! "

What do you like best?

The biggest advantage of Salesforce is the ability to integrate other software and have them speak to each other. If you are looking to streamline your processes and improve efficiencies then Salesforce is the best CRM for you. You can customize anything you like in SF which allows it to be tailored for any business.

What do you dislike?

I would have said the 1990's interface however with the launch of lightning everything looks a lot more up to date.

Recommendations to others considering the product

Hire a good Salesforce Admin that has implemented it before. You will save a lot of money and be able to avoid redoing things.

What business problems are you solving with the product? What benefits have you realized?

We use Salesforce to manage the entire customer journey pre-sale to client success.

Salesforce syncs with our proposal software, billing software, etc. and allows us to report on every aspect of the business

Salesforce review by Simon S.
Simon S.
Validated Reviewer
Verified Current User
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"The Best In Breed CRM Tools for Any Size Company"

What do you like best?

There is a reason why Salesforce CRM is known as the best CRM. This is by far the most robust CRM on the market with the most active community and integrations out there. You are about 100% guaranteed to be able to integrate salesforce with almost every other marketing and sales tool on the market.

What do you dislike?

There is so much that can be customized to fit your business's needs that I find that most companies don't know where to start. Sales processes can sometimes be too complicated to the point where it slows down the sales team from doing their job.

Recommendations to others considering the product

This is the best in class CRM. There are other more ridged CRM's out there that might be easier to start with if you are a 1-5 person team. However, if you're a growing company there is no better CRM to grow into than Salesforce.

What business problems are you solving with the product? What benefits have you realized?

Salesforce is our center of truth. All of our tools send data to salesforce so that we can track our customer and prospects activities against our pipeline and revenue. The reporting and dashboard functionality is unlike any other tool out there. Unless you've invested in expensive BI tools you're not going to get access to any other reporting tool thats more customizable and easy to use.

Salesforce review by Timothy T.
Timothy T.
Validated Reviewer
Verified Current User
Review Source

"Best CRM on the planet"

What do you like best?

The best thing about SFDC is the breadth of its application. Sales, Marketing, Analytics...just to name a few. I am a big fan of "clicks not code".

What do you dislike?

As great as SFDC is, it does have some limitations. 1. the advanced things you see demo'd are not typically out of the box constructions. 2. you can do anything you want in SFDC, if you code...but beware of code.

Recommendations to others considering the product

Salesforce is an amazing tool. However, the most important thing is selecting a partner. Whether this partner is a full time SF admin or a consulting firm finding and selecting the right one is paramount. You need to find someone willing to spend the time with your business to understand what you need and not just what they want to deliver. SF partners can be a very costly.

What business problems are you solving with the product? What benefits have you realized?

Understanding our customer journey. Knowing who they are, what they want and how we can solve those problems. This is what SFDC is doing for us.

Salesforce review by Rebecca E.
Rebecca E.
Validated Reviewer
Verified Current User
Review Source

"Using Salesforce to Track Field Visits in a Health Non-Profit"

What do you like best?

We use Salesforce quite unconventionally at my organization. Rather than using the software to capture sales leads and prospects, we use it to track and monitor field visits completed as part of our medical education outreach programming. Having said that, I really appreciate the flexibility and adaptability of Salesforce.

What do you dislike?

I dislike the customer service. It is nearly impossible to reach a human being and instead one needs to rely on community forums or hire an outside consultant (which is what we did at my organization). I suppose at a larger organization there may be dedicated on-site support, but that is not the case here and may not be the case at other small organizations.

Recommendations to others considering the product

Salesforce is the industry standard as a CRM. To be honest I am not even certain what other CRMs are out there, which must be is indicative of Salesforce's hold on this market. Based on my experience I would recommend Salesforce to other users and other businesses. Having said that, given their limited ability to provide customer support, I do think it is in the best interest to have a dedicated person on staff (or if you are a small org like we are, to hire an outside consultant) to be sure that the system is optimized. Otherwise you risk underutilizing the software and note using it to its fullest capacity.

What business problems are you solving with the product? What benefits have you realized?

We are solving the problem of tracked and managing a large number of medical education outreach visits, and with whom, and analyzing that information and presenting it to our clients in the form of easily manageable report.s

Salesforce review by Nadia Y.
Nadia Y.
Validated Reviewer
Verified Current User
Review Source

"VERY user friendly"

What do you like best?

I fell in LOVE with SalesForce when I began using it in 2013. I worked for a home remodeling company and we used it to track our prospected customers. Had a small hand in getting it set-up, was a lot easier to use after you understand how it works. Very organized, detailed information, quick & to the point.

What do you dislike?

The set-up process. Having to manually enter customer info in the very beginning. I do remember one our tech guys finishing the set up though ... great guys! Also recently had issues connecting with apps, have a screen shot below that I emailed to the tech guys. The app was Adobe I believe, and one other. Probably just a user error! : )

Recommendations to others considering the product

It's an EXCELLENT software to manage your customer data base. Take the time to figure it out, take it for a trial, ask questions. Im sort of a nerd, but it gave me the tingles when I first learned how to use it ... theres a way for you to organize your entire business & track the status of the job from contact to completion. It will benefit soooooo many people if you're growing your business or looking to become more organized. I LOVE IT!!

What business problems are you solving with the product? What benefits have you realized?

A way to organize our customer data base. I worked for a roofing restoration company so there were MANY, MANY potential customers to track after a large storm. We operated all over the United States, so as the company grew we/they needed a better way to track customers status/progress.

Salesforce review by Jamie M.
Jamie M.
Validated Reviewer
Verified Current User
Review Source

"A comprehensive business CRM with more integrations than you could dream of, but it comes at a price"

What do you like best?

Salesforce is the most integrated CRM on the market. Nothing even comes close. If you want to connect your business and customer data to other softwares and tools integrated with your business then you can do it with Salesforce. Your data can be enriched on so many levels and there's so much that you can customise, from the fields you use to the information you collect and pre-populate.

What do you dislike?

Salesforce is expensive and convuluted. Whilst its core features are very functional, there are lots of other features that are irrelevant for different people and types of businesses, which makes the experience hard to get your head around to begin with. The user interface isn't great, and whilst they're launching their Lightning Experience gradually, it doesn't have many of the features that the current design has, which is disruptive for teams. Salesforce is loved by many for its ease of integration but disliked by others who have to use it everyday.

Recommendations to others considering the product

Salesforce is definitely worth investigating for your business. However, it's expensive and takes some work to understand and integrate fully with your other data sources. If you don't fully utilise it then it's a waste of time and money.

What business problems are you solving with the product? What benefits have you realized?

Salesforce lets you bring all of your business data together and map it out in a way that you can understand and digest. From understanding what your customers are doing to creating reports that show the performance of your business, Salesforce can paint a really great picture of your businesses successes and failures.

Salesforce review by Danielle A.
Danielle A.
Validated Reviewer
Verified Current User
Review Source

"Salesforce, Exceptional Data Holding"

What do you like best?

My team enjoys that Salesforce can give us a report of anything we require for moving our programs forward. We also enjoy how Salesforce can be can integrated with Act-On, which we use for emailing.

What do you dislike?

I wish you could have mass deletion of tasks instead of having to click through one by one.

Recommendations to others considering the product

Salesforce lets my team download data quickly and efficiently. Without Salesforce, we would not be able to see who frequently gives, who has opened our email, and so much more.

What business problems are you solving with the product? What benefits have you realized?

We have been able to store a lot of data that we used to keep in excel sheets. We are able to create campaigns and have certain information stored with our database that we in the past could not. For example, we give out LIV bikes to survivors each year. In the past, who received bikes and who did not was kept in excel sheets but now we have each individual associated with a campaign.

Salesforce review by Wynne L.
Wynne L.
Validated Reviewer
Verified Current User
Review Source

"A necessity for Sales but has more potential"

What do you like best?

Salesforce has an immense amount of features that can be extremely helpful and crucial through the sales process. I really like the reports that you can run and the detail that they give you. These reports are really important for sales to prospect and run through their pipeline.

What do you dislike?

It is not very intuitive so if you are not properly trained on all of the features, it is really easy to not use it to your advantage. The interface isn't as clean as it should be so finding specific features can be difficult.

Recommendations to others considering the product

Work closely with your sales ops team to make sure you are taking full advantage of what salesforce has to offer including reports, email templates, and integration with other applications.

What business problems are you solving with the product? What benefits have you realized?

Mostly for the sales and operations teams to keep track of accounts, both new, old, and prospects to make sure you are touching as many accounts as possible and for the right amount of time. It is also being used so account managers can keep track of notes and contacts.

Salesforce review by Miranda T.
Miranda T.
Validated Reviewer
Verified Current User
Review Source

"Able to add notes to keep an account organized"

What do you like best?

Time and date stamps; creating different reports to keep me organized . I am able to create reports that shows my activity and calls and talk time and average calls per week and manage my patient's accounts. I have the ability to create or cancel and manage my opportunities . I can send documents to my customers via DocuSign ( this helps eliminate the snail mail) I can move accounts out much quicker.

What do you dislike?

Sometimes when I select different parts and save the record it gives me an error, I then have to refresh the page or leave out of the account or opportunites page and then go back and I have to do the task all over again. This I do not like at all. I have had issues when I tried submitting a sale and it would not let me then I have to call my IT and then they submit a ticket to the Salesforce Tech support.

Recommendations to others considering the product

I recommend this to any organization there is a great benefit when a software is helping you to be organized and have insight on your accounts.

What business problems are you solving with the product? What benefits have you realized?

Ability to benefits cjecks for medicare Patients and able to communicatell to my peers when working on an account ; Don't have to call insurance provider directly most of the times. I am able to send documents via DocuSign and I can also send sms messages to current and potential customers. Sometimes when I subm,it and order, the information in Salesforce does not communicate with Our Oracle software. This puts my order in a hold status and must be fixed before the package is released for shipment.

Salesforce review by Kevin L.
Kevin L.
Validated Reviewer
Verified Current User
Review Source

"First robust CRM and sales lead management system is now bloated and overly complex"

What do you like best?

When properly configured it can revolutionize the lead tracking and management process at a large organization to increase efficiency and track individual sales performance in an effective way.

What do you dislike?

It's far too customizable, to the point where I never know where or how to tackle tasks in a consistent way. From a programming perspective, they have the most complex and convoluted API I've ever worked with. Most "SalesForce" developers I've met are looking to move to something else, as they also find it overly complex and difficult to work with. It's become the standard, and since the IPO and financial success it hasn't improved much and has actually gone down hill.

Recommendations to others considering the product

Consider smaller, more modular systems that don't require a significant investment and a major overhaul of your existing processes.

What business problems are you solving with the product? What benefits have you realized?

Integrating websites with lead tracking and sales management processes. It can improve the workflow of an older organization that is large and needs the ability to attribute leads and sales to channels with higher accuracy,

Salesforce review by Derek M.
Derek M.
Validated Reviewer
Verified Current User
Review Source

"Salesforce - Simply the Best CRM"

What do you like best?

Flexibility and the power. Is there anything that SFDC can't do for a sales and/or marketing team? Very little. Simply the most powerful CRM out there and very user friendly as well. SF is simply fantastic and the wide range of plug-ins allow you to get exactly what you need.

What do you dislike?

Pricing. While I don't personally pay for SF, my organization does, I've been informed it is quite expensive to use and professional services may be needed to configure it to get the most out of it for your specific requirements.

Recommendations to others considering the product

Invest in pro services to get the most out of it. At a minimum hire a professional or invest in training. It's a very powerful tool, especially if you invest in some of the extended features and plug-ins.

What business problems are you solving with the product? What benefits have you realized?

Visibility into your sales and the organization's sales. Reporting is fantastic. It makes it easier to view your sales pipeline and immediately see how you are tracking to quota.

Salesforce review by Scarlett G.
Scarlett G.
Validated Reviewer
Verified Current User
Review Source

"Keeps me on track and organized"

What do you like best?

I like how I can create tasks and opportunities for future dates, and these tasks pop up on my home screen on the day I'm supposed to complete them. It is a great reminder tool, and ensures that nobody slips through the cracks. Salesforce is linked to other platforms that I used daily, including my email, Profit 21, and Tenfold. It is also easy to use.

What do you dislike?

Since Salesforce is linked to P21, it often created duplicate contacts or accounts.

Recommendations to others considering the product

I do recommend it. There are areas of improvement, but it is a great sales tool especially if used correctly.

What business problems are you solving with the product? What benefits have you realized?

I am solving organization and memory problems. It is hard to keep track with a lot of customers, especially ones that I don;t work with often. Salesforce allows me to take advantage and optimize every sales opportunity through the notes, reminders, and tasks that I set for myself that are specific to each customer.

Salesforce review by Jordan H.
Jordan H.
Validated Reviewer
Verified Current User
Review Source

"Extremely powerful, highly customize-able CRM software "

What do you like best?

The most appealing thing about Salesforce is the level of customize-ability in the system. There are practically no limitations to what you can do; if it's in Salesforce, you can customize it. Custom objects, fields, workflows, user roles, reports, dashboards, you name it. If anything it can be overwhelming because you have so many different ways to accomplish something, so you can get caught up in trying to decide which is the best way to go about it. Definitely a good problem to have. On the off-chance you can't do what you are trying to do, Salesforce has a huge 'App Exchange' that has thousands of integrated apps with different functions.

What do you dislike?

The biggest downside to Salesforce is the pricing. Salesforce is feature-rich and fairly priced for large/enterprise businesses, but as a small company we only have a handful of users in the system. We needed the level of functionality that only Salesforce offers though even if don't have budget for all of our employees to be setup as users.

Recommendations to others considering the product

If you can afford it, there is no better CRM system available. Consider contracting with a consultant upon implementation, because there could be a million different ways to fit Salesforce to your needs, and you may not realize until further down the line that you wish you'd set something up a different way, or you wish you knew a certain feature existed.

What business problems are you solving with the product? What benefits have you realized?

Salesforce helps us manage our leads, opportunities, contacts and accounts. We also have a few custom objects that allow us to manage various projects that our consultants work on. We have saved a tremendous amount of time both from creating custom workflows within Salesforce, and using Salesforce's reporting/dashboard features.

Salesforce review by Lindsay E. P.
Lindsay E. P.
Validated Reviewer
Verified Current User
Review Source

"Integrates with all our tools! "

What do you like best?

our teams live and breathe out of sales force. What I like about it most from a marketing function is the "campaign" tool which integrates directly with our demand generation & event efforts to show the activity of each account. It's also one centralized place where we can integrate a majority of our other systems used so we arent logging in and out of different systems throughout the day.

What do you dislike?

Its been a challenge for our reps to fully adopt and engage with the "leads" tab when it comes to marketing efforts. If there was an in app alert pop up to show reps exactly who to contact and why when they log in, that would be helpful.

Recommendations to others considering the product

Great CRM that integrates with your day to day systems

What business problems are you solving with the product? What benefits have you realized?

increase efficiency, decrease time spent throughout the day logging in and out of systems, increase transparency of influenced revenue from marketing efforts

Salesforce review by Sarah G.
Sarah G.
Validated Reviewer
Verified Current User
Review Source

"Comprehensive but not terribly user-friendly"

What do you like best?

I like how we have the ability to run detailed real-time reports. I like being able to log in and see exactly what I need to get done during a specific day based on my tasks sheet.

What do you dislike?

I dislike how many clicks it takes to accomplish certain things; there are easier paths.

Recommendations to others considering the product

Salesforce is the most comprehensive CRM I've ever used, which is probably why 75% of my employers have utilized it for their sales teams. Along with being the most comprehensive, it's also the most expensive CRM available and doesn't make sense for companies under a certain size. I think the ease of use could be better, it's still not entirely user-friendly in my opinion.

What business problems are you solving with the product? What benefits have you realized?

We are utilizing it to track interactions and sales with our clients. It was not being utilized to it's full potential before I started but adoption is growing. I am a highly organized person and the benefit I've realized is the ability to login any given morning and see exactly what I need to accomplish in a given day.

Salesforce review by Jesse H.
Jesse H.
Validated Reviewer
Verified Current User
Review Source

"The Industry Standard that Almost Could"

What do you like best?

I like the centralization of ALL OUR DATA. I like how relationships between objects and fields can be established. I like the search function for all lookup, no need to know where things are the global search is key. I like the social intigration and customization to meet our specific org needs.

What do you dislike?

i do not like the native quoting object. it does not fit a company who does not sell standard items. bespoke quotes are difficult. i don't like how little things don't work like formatting options that are there but do not save to the resulting pdf. i do not enjoy the fragmentation of Classic and LIghtning. Either have all objects available for lightning or don't roll it out.

Recommendations to others considering the product

make sure you know how you want your org set up, on boarding is crucial to understand how it will grow with your needs. make sure that you understand relationships of each object. look for ways to automate daily tasks.

What business problems are you solving with the product? What benefits have you realized?

putting all our data together with relevance and reporting capabilities. we are also using it for our marketing platform as well as an impending service section.

Salesforce review by Shane H.
Shane H.
Validated Reviewer
Verified Current User
Review Source

"Salesforce CRM review"

What do you like best?

Configuration first, customization second. Workflow and reporting engines, usability, and wealth of knowledge/documentation far outpace the competition.

What do you dislike?

You do run into a lot of limitations that make the platform harder to maintain when you have hundreds of business processes and customizations. Fix one thing and break another. Even with years of experience, the platform is so big that the flexibility can be a negative as well as a positive in certain situations.

Recommendations to others considering the product

Don't just plan out your requirements, plan out your maintenance and support, business adoption, and perform a change management analysis and readiness review. Be ready to support it and drive adoption as with any tool.

What business problems are you solving with the product? What benefits have you realized?

I implement for other companies, so I've seen every business problem you can think of in every vertical and every market size that can be solved within the platform if you have the budget. Everything from Campaign to Cash. I've used it my job as a powerful tool for pipeline, procedures, approvals, etc.

Salesforce review by Robert H. K.
Robert H. K.
Validated Reviewer
Verified Current User
Review Source

"I call it SalesFarce"

What do you like best?

- the ability to attach a multiplicity of documents that are relevant to accounts

- importing of contacts is easy

- clear opportunity overviews

- it never has crashed on me (so far)

What do you dislike?

- merging of contacts does not work well

- you cannot re-use accounts by former colleagues. Instead you need to deactivate them and setup an entirely new one for that new colleague

- the mapping process is rather obscure

Recommendations to others considering the product

You might want to consider an extended version. The basic one is what it is: basic. But than again, you might end up with higher license cost and cost for updates etc etc etc.

What business problems are you solving with the product? What benefits have you realized?

- converting MQLs into SQLs

- a clear and updated database of leads, clients, opportunities

- a central spot for reports, results, lead/prospect data

Salesforce review by Conrad S.
Conrad S.
Validated Reviewer
Verified Current User
Review Source

"The best CRM platform available!"

What do you like best?

So many functions. Linking campaigns to oppurtunities maps everything Sales do, and streamlines what was sold all the way to the AM's and OPS that are within the same hub. Case escalations for Finance and Dealdask makes notifying the right people with ease and more importantly, makes the whole process more efficient.

What do you dislike?

There communication system needs to improve. JIRA is still superior in this respect. Also more features and cells should be implemented into each opportunity to further define goals and end game results.

Recommendations to others considering the product

Learn as much as you can, I still discover new features after years of using it.

What business problems are you solving with the product? What benefits have you realized?

Everything that we sell in advertisement starts with Sales and the "closed won" oppurtunities they create in SFDC. After this, all info is passed to the proper departments like analytics, marketing objectives, account management, and operations. This is also where all insertion orders are uploaded and used by finance for auditing purposes and setting up the campaign.

Salesforce review by Kelley S.
Kelley S.
Validated Reviewer
Verified Current User
Review Source

"Great User Interface"

What do you like best?

The user interface is intuitive and easy. I like the layout and the design makes it easy to record your activites with a few clicks.

What do you dislike?

It is a bit clunky. Add ons are not seamless. Activity history could be more visible. I would like to quickly see if my last call was connected or not without having to drill down deeper, as I'm trying to make new calls efficient.

Recommendations to others considering the product

If your team struggles with adoption this could be a great bet. My only concern is how SF is innovating. It's expensive and there are lots of plug-ins. I think there could be more innovative tools bubbling up.

What business problems are you solving with the product? What benefits have you realized?

Adoption is the biggest challenge with any software tool. I find Salesforce is easy to 'live in' and it does make my job easier by presenting the data quickly when I need it.

Salesforce review by Tina P.
Tina P.
Validated Reviewer
Verified Current User
Review Source

"A good stable online experience with some weird customer service issues"

What do you like best?

Salesforce is highly customisable making it applicable for a range of businesses.

What do you dislike?

The customer service setup is strange. There are reps in Australia, but I am not necessarily assigned to an Australian rep. The rep is continually changing, every 6 - 12 months it seems, so they must have a high staff turnover? This creates instability, I would actually feel better just knowing that there was a main Australian number I can ring to contact an Australian rep.

Also the sales process is strange - I've had things added to my invoice that I didn't ask for, then have to fight to have them removed as some arbitrary "cut off date" has passed. Don't run out your tiny 1gB of storage, or you'll have to pay $2000 for another 500mb, it's little things like these that don't keep customers happy.

Recommendations to others considering the product

Remember you will probably be stuck with what you choose now for quite a while, migrating out of salesforce seems near impossible to me! Make sure to research whether this program is really going to meet your needs or not, and do not believe what the salespeople tell you - they will grossly exaggerate the features for the sale unfortunately, I believe this may be because they are parroting what they are told and are not real users of the product.

What business problems are you solving with the product? What benefits have you realized?

We need a cloud based, secure and reliable sales and customer service record keeping system and SF fills that need. Our record keeping is much more thorough now and we can track sales figures over the entire time we've used SF with many different reporting options.

Salesforce review by Daniel C.
Daniel C.
Validated Reviewer
Verified Current User
Review Source

"Great product...if the data is correct"

What do you like best?

Salesforce is easy to use. The product has a decent user interface. Reporting is simple once you understand how it works. Many other tools "play nice" with Salesforce which means you can really make it what you need it to be.

What do you dislike?

I've used it at four organizations and at each one they have had struggles managing the data in the CRM. Specifically, the old data. There are tools to help keep your Salesforce instance clean, but I've yet to see an organization do this to success. Also, some organizations try to hook too many different tools into this product. As a sales person this causes confusion.

Recommendations to others considering the product

Make sure you have discussions about what data you will allow into the CRM. Don't just hook multiple tools into it at once.

What business problems are you solving with the product? What benefits have you realized?

Easy pipeline management. Visibility for the sales team. Reporting is solid. With Salesforce the sales team is forced to own their pipeline.

Salesforce review by Sommer C.
Sommer C.
Validated Reviewer
Verified Current User
Review Source

"Functional and simple to use"

What do you like best?

Salesforce is a very intuitive platform that is simple to use. I am able to keep my work day organized so that I do not not miss any pending tasks that I have. I also like the reports that Salesforce creates that allows me to see where I am ranked among my colleagues. I am confident that my work flow would be in disarray without this software keeping me on the right track.

What do you dislike?

Sometimes it is difficult to locate duplicate leads within the platform which can lead to confusion when multiple reps are reaching out to one lead.

Recommendations to others considering the product

I would recommend Salesforce to people working in the sales industry because it really does help keep you on track with your leads which leads to more closed deals!

What business problems are you solving with the product? What benefits have you realized?

Organization is the biggest benefit to using this product. I can keep track of how many times I have attempted to contact my leads and what kind of results those attempts yielded. I can also schedule future tasks for myself or other colleagues so that no lead is forgotten.

Salesforce review by Victor M.
Victor M.
Validated Reviewer
Verified Current User
Review Source

"software that I use everyday"

What do you like best?

I like the ease to use. Salesforce keeps it simple and everything in front of us users. It is also easy to reach out for support as we are provided the opportunity to create cases that they can implement in order to help us be more productive. The ability to keep on improving is something I really like about it.

What do you dislike?

I dislike some of the bugs and glitches that happen sometimes. Multiple times I lose time because I have to refresh the page and do it all over because I performed two different tasks in the same page.

Recommendations to others considering the product

It is a good software especially when you know how to use computers with ease. It is all there for you to find and if you can navigate and figure things out, you will find it all there. There is not much more to say. Enjoy it.

What business problems are you solving with the product? What benefits have you realized?

We deal with customers and how to contact them. Keeping the information organized in one place keeps us more effective and productive.

Salesforce review by Ankan N.
Ankan N.
Validated Reviewer
Verified Current User
Review Source

"Best CRM for Sales guys"

What do you like best?

Salesforce not only allows you to track your Sales pipeline but also reminds you of your follow-ups at the right time. The one thing I like the best is the extensive reports you can pull out of Salesforce using different parameters that helps you evaluate your performance. Also it is highly customizable to your needs.

What do you dislike?

Sometimes you have to fill-in too many fields of information.

Recommendations to others considering the product

Salesforce is a wonderful CRM. If you're in Sales, I would say it's a must use. Very easy to understand, integrates with outlook and your other enterprise applications and you can customise the reports that you want to pull. I highly recommend Salesforce although the licence cost is high.

What business problems are you solving with the product? What benefits have you realized?

As a Salesperson it's important for me to track my activities, build my pipeline and analyse my performance. Salesforce is a perfect tool for a Salesperson.

Salesforce review by Nuno S.
Nuno S.
Validated Reviewer
Verified Current User
Review Source

"Powerful tool for your organization"

What do you like best?

Connection with other solutions such as DocuSign is a great tool to have when sending contracts. You're able to close deals much faster! I also find the Chatter functionality extremely useful. Reports and Dashboards are great though require a bit of training do make proper use of it

What do you dislike?

Building reports and dashboards requires training which makes many users very shy of using it. I also dislike the fact that I cannot edit my chatter posts, forcing me to delete them and re-write back if there's a typo, etc.. Also when doing copy-paste the people I tagged doesn't remain properly tagged forcing me to write their names again

Recommendations to others considering the product

Take the time to learn how to use Salesforce properly. It will make a tremendous difference in what you can get out of it. Without that knowledge you will always feel you're depending on other people, when all that was needed was to learn a bit in advance. Knowledge is power!! :) The other thing is make sure your users have the right level of authorizations. Many times you think you can't do X or Y and the only reason is because you weren't given the proper accesses by the admin.

What business problems are you solving with the product? What benefits have you realized?

Overall CRM, sales, reporting, employee chatting, content repository and sharing.

Salesforce review by Mike M.
Mike M.
Validated Reviewer
Verified Current User
Review Source

"Simply The Best CRM I've Worked With"

What do you like best?

I've worked with a lot of different CRM's including some of the open source one's, custom made CRM's etc. and Salesforce has them all beat, hands down for sheer usefulness and compatibility with so many other software out there. It was widely adapted by our workforce because it is actually rather easy to use from a front end user point of view. Far easier than most other CRM's out there; even custom built CRM's (which can be even more expensive in the long run than Salesforce off the shelf product) cannot compare, in my experience to Salesforce as an 'out of the box' implemented system. If you have never implemented in your business before I do recommend you hire an outside consultant to help you figure out what is best for your organization.

What do you dislike?

It is expensive and it has a short but steep learning curve if you've never implemented it in a business before.

Recommendations to others considering the product

If you have never implemented it in your business before, hire an outside consultant from a reputable source to help you put it together correctly from the get go. It will be worth the money spent in the long run.

What business problems are you solving with the product? What benefits have you realized?

Before our organization starting using Salesforce, data was scattered across multiple platforms. Salesforce has allowed us to combine our customer facing support team's efforts with our sales team and combine the entire client life cycle into one platform.

Salesforce review by Bahar N.
Bahar N.
Validated Reviewer
Verified Current User
Review Source

"SF review from a Product Management standpoint"

What do you like best?

- Depth of data provided

- Integration with other tools

What do you dislike?

- Very sales and customer success based. It could be improved to be useful for the rest of the Org.

- The UI definitely needs a revisit!

Recommendations to others considering the product

I personally don't think they have much strong competition so, do your research and see if this is what you need but the answer most probably is a Yes! Be aware of the limitation on number of seats for the license!

What business problems are you solving with the product? What benefits have you realized?

We use SF in the Sales team but there hasn't been enough training and data QA therefore, the data in there is just in a format that the Sales team could use. I think SF should consider analysing other personas and their needs to have template reports that could easily provide reports that would benefit that persona the most...e.g. what is it that a Product Manager wants to know from the Data in SF? Probably not who sold how much, but something like list of clients who churned last month could be very useful for them

Salesforce review by Leah W.
Leah W.
Validated Reviewer
Verified Current User
Review Source

"Salesforce is a great tool but needs more organization"

What do you like best?

Salesforce is generally a great system. It's easy to use and it integrates with so many different apps like Slack, Outlook, other Microsoft apps, etc. It also integrates with Clearslide which makes it easy to log bulk email marketing. Case work and logging is easy to complete. I especially enjoy the reporting feature and the ability to run reports specifically on one group of accounts.

What do you dislike?

We have a LOT of contacts, and it is a little chaotic using Salesforce. This is especially for contacts that are connected to different companies. It is way too easy to duplicate contacts, and it should be easier to find them. When you have so many different groups in a company using the tool, there are a lot of "cooks in the kitchen". Salesforce should be more sensitive to this and provide more features that keep one from duplicating contacts.

Recommendations to others considering the product

Great system. Holds a lot of data and reporting and case work is simple. However, it could stand to be more organized.

What business problems are you solving with the product? What benefits have you realized?

Case work ease of use, one central location for all contacts, account groups and reporting. When it's time to clean up contacts, one report can easily be pulled. Logging is a breeze and can be integrated with other applications. Reporting allows us to be smarting when sending emails to targeted contacts. Contract and specialized account information is easily acceptable to everyone in your company who has access to this tool.

Salesforce review by Blake E.
Blake E.
Validated Reviewer
Verified Current User
Review Source

"Industry standard but not very intuitive or easy to use for SMBs"

What do you like best?

I am familiar with the platform, using it since 2010, and know that it is a powerful tool for running a sales org. I inherited HubSpot and immediately disliked it so I wanted to go to a more familiar product.

What do you dislike?

It's not easy to use if you're a small organization with limited resources. I have an elementary skill level when it comes to creating workflows, reports, dashboards etc. I wish there were more drag and drop building abilities. It's complex if you're not an expert with the platform.

Recommendations to others considering the product

If you want to fully maximize this tool, you need a salesforce engineer to set things up for you.

What business problems are you solving with the product? What benefits have you realized?

Needed to have basic dashboards and reporting abilities for our board and CEO to review. Needed a place to store all of our accounts, leads, etc as we built the sales process from scratch.

Salesforce review by Panteleimon S.
Panteleimon S.
Validated Reviewer
Verified Current User
Review Source

"Salesforce CRM"

What do you like best?

Salesforce is a great tool for any medium-large size business. It has countless possibilities. Salesforce's biggest strength is reporting. With different levels of user access it is a tool that can really help a company move forward

What do you dislike?

Salesforce can be as complicated or simple as you design it to be. By contacting the salesforce team you can make a change in the software and tailor it to your needs. I think though that the end product can be complicated and hard to use for inexperienced users.

Recommendations to others considering the product

Salesforce is definitely an option worth exploring if you are in the market for a CRM system

What business problems are you solving with the product? What benefits have you realized?

Our company was using multiple CRM software and needed something that would put an end to that.

Salesforce provides a good CRM environment and has great monitoring capabilities

Salesforce review by Jackie C.
Jackie C.
Validated Reviewer
Verified Current User
Review Source

"Flexible and Easy to Customize"

What do you like best?

I love that the software is flexible and easy to customize to match our needs. For the most part, making changes to fields and layouts is very intuitive. Dashboards and Reporting functions are also very easy to use.

What do you dislike?

There is a steep learning curve for more of the advanced features - and so many features, without training it is hard to know everything that the software is capable of. Some functionality that seems like it should be included (DataLoader being able to use an external id to update) hasn't been included in a release yet.

Recommendations to others considering the product

Invest in Salesforce Training or a 3rd party to help you.

What business problems are you solving with the product? What benefits have you realized?

We use Salesforce for sales pursuits and strategic account management. We have built dashboards and analytics to help us know which prospects in our pipeline we need to focus on to drive them to a qualified stage. Our sales team also uses the mobile app to keep their contacts fresh and account information at their fingertips.

Salesforce review by Rachel G.
Rachel G.
Validated Reviewer
Verified Current User
Review Source

"Salesforce simplifies and organizes all your sales processes into one platform."

What do you like best?

Salesforce allows our sales team to stay organized, build campaigns, and track sales goals. What I like most about Salesforce is its' tracking capabilities. Our teams are able to make informed decisions based on the data reports we have built in Salesforce and further invest in campaigns that have performed well.

What do you dislike?

Data in Salesforce can get dirty quickly if you're not careful, especially when importing leads and contacts. Quite frankly, I don't understand why Salesforce has leads, it would be much easier if everyone was a contact. This would decrease having to double build prospect reports for both leads and contacts. Furthermore, tools, such as Pardot, that integrate with Salesforce don't separate leads and contacts, rather they recognize everyone as a contact allowing you to have one list instead of two for the same audience you are trying to target.

Recommendations to others considering the product

If you are going to invest in a CRM tool, go with Salesforce. They are the leader in their industry and as previously mentioned, they integrate with most other tools.

What business problems are you solving with the product? What benefits have you realized?

We solve many business problems with Salesforce. We are able to track how we win business at different times of the year from different campaigns. Furthermore, we can calculate how different lead generation tools are performing. Salesforce does more than just organizing and simplifying the sales process, it helps our organization make informed decisions on what to further invest in to keep expanding our client-base. Lastly, Salesforce integrates with almost everything creating a one-stop shop for your marketing, service, and sales employees.

Salesforce review by Nadav G.
Nadav G.
Validated Reviewer
Verified Current User
Review Source

"Great product IF you have the resources to customise it to your needs"

What do you like best?

Extremely robust and customizable; Basically almost anything can be accomplished if you have the time and resources to put into it.

What do you dislike?

Out-of-the-box functionality is very poor compared with most other modern CRMs; Do not expect to be able to just add a few fields and start using right away, it's not this kind of product.

It's also expensive; The Salesforce license itself is not too bad, but you should be aware that most integrations and Salesforce apps that offer real value also cost quite a lot - and all based on the number of users you have. Therefore, things can get very expensive, very fast.

Recommendations to others considering the product

Salesforce is a wonderful system if you have the proper amount of resources to set it up, customise it and maintain it; If you're expecting excellent out-of-the-box functionality, look elsewhere. So if you do not want to dedicate resources to set up and maintenance, I would recommend to look at other CRMs and migrating to Salesforce once the organisation gets large enough to justify hiring sales ops / admins.

What business problems are you solving with the product? What benefits have you realized?

Our Sales team uses Salesforce CRM for all lead and opportunity management; It's very robust, has a lot of native integrations and apps to accomplish almost anything you want.

Salesforce review by Christina M.
Christina M.
Validated Reviewer
Verified Current User
Review Source

"Conversica couldn't do business without Salesforce"

What do you like best?

Salesforce is the backbone of how our company communicates with each other about our prospects and current clients. Conversica is also a top 50 Salesforce partner so we couldn't have landed some of our largest accounts without leveraging our partnership with Salesforce. Without Salesforce my job would be so much harder!

What do you dislike?

There isn't much I don't like about Salesforce... I do wish that Dreamforce was more affordable for individual attendance because it is a huge dream of mine to attend. The CRM, however, is seamless and I have zero complaints.

Recommendations to others considering the product

Salesforce is a great CRM, fantastic integrations!

What business problems are you solving with the product? What benefits have you realized?

Salesforce integrates with many platforms which gives me valuable insights into when to contact prospects and allows me to shout out chatter messages to my AE's as to when to follow up with prospects at the appropriate time. No more having 10 tools to log into, just Salesforce! I love that!

Salesforce review by Sam T.
Sam T.
Validated Reviewer
Verified Current User
Review Source

"I like Salesforce "

What do you like best?

There has not been an idea I've had that in one way or another SFDC hasn't been able to put into action. Everything can be set up in a logical and easy-to-use way for all users.

Reports are very easy to create and manipulate on the fly - exports are easy as well

What do you dislike?

I wish it was easier to customize individual pages per user

It can take too many clicks to get to certain information

Specific to SFDC Lightning - there is too much of a limit on what text can be displayed when hovering over

I've used several add-ons to SFDC such as CPQ and Pardot and both seemed to have challenges when trying to combine each other.

It can take too many clicks to get to certain information

Specific to SFDC Lightning - there is too much of a limit on what text can be displayed when hovering over

I've used several add-ons to SFDC such as CPQ and Pardot and both seemed to have challenges when trying to combine each other.

Recommendations to others considering the product

Smaller companies - I'd suggest elsewhere

What business problems are you solving with the product? What benefits have you realized?

Tracking current opportunities, contacts, and coordinating notes between sales reps

Tracking historical opportunities, # of tickets etc

Benefits - pipeline management and notification of transferring oppportunity ownership is key

- seeing how many touches or how long it has been since a current opp was touched is great insight during pipeline reports - gives a lot of visibility throughout the org.

Salesforce review by Ashley F.
Ashley F.
Validated Reviewer
Verified Current User
Review Source

"Heavy user for content review"

What do you like best?

I have used Salesforce in two mediums, and in two different job roles. Salesforce presented student information, documentation, and a clean picture of data points and information I needed. The platform worked well in that I was able to find and edit information with ease.

What do you dislike?

There were very few things that I haven't liked with Salesforce. My primary role is as an educator, so it was helpful to me that Salesforce was so user friendly for those of us that don't naturally use technology tools like this.

Recommendations to others considering the product

As a person whose sole experience is in another field I would highly encourage those considering this project to move forward with it as it is incredibly user-friendly and beneficial for tracking information.

This platform allows for many communication avenues, and collection and preservation of information. I really appreciated when I was working with a large caseload of students the ability to see a long term communication list both from me and any other person that worked with them.

What business problems are you solving with the product? What benefits have you realized?

I am able to be mindful of contacts and communication between all parties. The documentation of my efforts is helpful in being aware of not allowing a contact to fall off my radar.

Salesforce review by Teresa W.
Teresa W.
Validated Reviewer
Verified Current User
Review Source

"Powerful"

What do you like best?

I love that you can customize Salesforce completely. The administrator can almost build anything without being a developer. There are out-of-the-box solutions included but an organization can setup the database for exactly how you do business. Most helpful of all are the many support options available. The Power of Us Hub connects actual users to problem solve an issue and review issues that others have encountered. Other online forums allow specific Admins or Developers to solve a ticket. Trailhead is a fun, engaging way to train on a certain area in Salesforce. There are also a ton of solutions that connect directly with Salesforce, like iATS for payments, Classy for fundraising, DupeCatcher for data management, etc. Unlike other platforms that acquire solutions and let them sit while never updating the integrations or capabilities, Salesforce and their partners are constantly evolving and making everything better.

What do you dislike?

It can be easy to get lost in the backend as an Admin. Since this CRM is so customizeable, it can be overwhelming when first starting out.

Recommendations to others considering the product

I would recommend this CRM over any other, for B2B or B2C. It gives you out of the box or customization, whatever you need.

What business problems are you solving with the product? What benefits have you realized?

Data management has been great - Have one CRM as the source of everything. Reports and dashboards with key analytics are set automatically to keep the team updated on needs. Our global NFP is consolidated for revenue and donor management.

Salesforce review by Lia K.
Lia K.
Validated Reviewer
Verified Current User
Review Source

"Salesforce is my BFF! "

What do you like best?

I love that Salesforce automatically alerts me when tasks are due. I also like how we can chatter each other within a client's profile to pass messages about the client on to appropriate consultants.

What do you dislike?

I do not like how all the tabs build up at the top while I am dialing and that duplicate client profiles are sometimes accumulated.

Recommendations to others considering the product

There is a learning curve to get past. Need to jump in and work with it to learn.

What business problems are you solving with the product? What benefits have you realized?

Keeping on task for my daily activities is well managed. Communication with team-members is more efficient. I have realized more sales because we can all work as a team within clients' profiles to push client along the sales process. Teamwork makes the Dream work. Salesforce is a teamwork oriented CRM.

Salesforce review by Jessica M.
Jessica M.
Validated Reviewer
Verified Current User
Review Source

"A lot going on!"

What do you like best?

Basically everything we want can be tracked and measured in Salesforce. It allows us to be connected across teams and organizations, and get relevant data on everything we do. I also love that it integrates with lots of other resources we use, so it puts everything we need to do an effective job in one place.

What do you dislike?

Updates/changes are pretty painful. If we need to collect a new data point, or have access to a new field, it often takes weeks or months to get that update live. In addition, our support portal is hosted through salesforce, and we have the same experience: slow and clunky to make updates or changes.

What business problems are you solving with the product? What benefits have you realized?

We are able to keep people informed across organizations, from support to services, sales, marketing and even the product team can have insight into what activities are happening and what the results are.

Salesforce review by Tiffany G.
Tiffany G.
Validated Reviewer
Verified Current User
Review Source

"Salesforce CRM is excellent."

What do you like best?

The product can manage contacts and leads, providing an easy way to setup tasks and key indicators for communication. I can access the information through the knowledge base at any time that is, I love that the software is flexible and easy to customize to meet our needs.

What do you dislike?

Salesforce has a steep learning curve from an administrator's perspective, and although Salesforce offers many resources to learn, it takes time to get to the point where you can see how poorly your implementation partner did it, which makes it difficult to correct your mistakes.

Recommendations to others considering the product

Great solution for marketing. Easy to control It is good that you can verify all the work from any distance.

What business problems are you solving with the product? What benefits have you realized?

We always care about our customers and try to keep them all. It helps us with my clients even those who were in the past.